Estates

Our Services

Wills

Creating a will is a fundamental aspect of estate planning. Our attorneys work closely with you to draft a will that clearly outlines your wishes for the distribution of your assets, the care of minor children, and other important matters. We ensure that your will is legally sound and tailored to your specific needs and circumstances.

Trusts

Trusts are versatile estate planning tools that can help you manage and protect your assets during your lifetime and beyond. We assist clients in establishing various types of trusts, including revocable living trusts, irrevocable trusts, and special needs trusts. Our goal is to provide you with a trust structure that meets your objectives, whether it’s minimizing estate taxes, protecting assets, or ensuring a smooth transfer of wealth.

Powers of Attorney

A power of attorney allows you to designate someone to make financial or medical decisions on your behalf if you become incapacitated. Our attorneys draft durable powers of attorney and healthcare powers of attorney to ensure that your chosen representatives have the authority to act in your best interests. We provide guidance on selecting appropriate agents and defining their powers and responsibilities.

Irrevocable Trusts

Irrevocable trusts offer significant estate planning benefits, including asset protection and tax savings. Our attorneys help you understand the advantages and limitations of irrevocable trusts and assist in creating and funding these trusts. We ensure that your irrevocable trust is structured to achieve your estate planning goals while complying with all legal requirements.

Business Succession Planning

For business owners, planning for the future of your business is essential. We offer comprehensive business succession planning services to help you develop strategies for transferring ownership and management of your business. Our attorneys work with you to create buy-sell agreements, family succession plans, and other arrangements that ensure the continuity and success of your business.

Our Probate Services

Probate Administration

Probate is the legal process of administering a deceased person’s estate. Our attorneys guide executors and administrators through every step of the probate process, including filing the necessary court documents, managing estate assets, paying debts and taxes, and distributing assets to beneficiaries. We work to make the probate process as smooth and efficient as possible.

Trust Administration

Administering a trust requires careful attention to detail and a thorough understanding of fiduciary duties. We assist trustees in managing and distributing trust assets in accordance with the terms of the trust and applicable laws. Our services include advising on trust administration, preparing accountings, and handling any disputes that may arise.

Probate Litigation

Disputes can arise during the probate process, whether over the validity of a will, the interpretation of its terms, or the actions of an executor or trustee. Our experienced litigators represent clients in all types of probate disputes, including will contests, claims of undue influence, and breach of fiduciary duty claims. We work diligently to protect your rights and achieve a fair resolution.

Will Contests and Disputes

Challenging or defending a will can be complex and emotionally charged. Our attorneys have extensive experience in will contests, representing clients who seek to challenge the validity of a will as well as those who wish to defend it. We provide clear, strategic advice and vigorous representation to protect your interests.

Guardianships and Conservatorships

In situations where an individual is unable to manage their own affairs due to incapacity, establishing a guardianship or conservatorship may be necessary. Our attorneys assist clients in petitioning for guardianship or conservatorship, ensuring that the process is handled with sensitivity and care. We also provide guidance to guardians and conservators on fulfilling their duties and responsibilities.

Estate Tax Planning

Effective estate tax planning can help you minimize the tax burden on your estate and maximize the inheritance for your beneficiaries. Our attorneys provide sophisticated tax planning strategies, including the use of trusts, charitable giving, and other techniques to reduce estate and gift taxes. We work to ensure that your estate plan is tax-efficient and aligned with your goals.

Charitable Planning

For clients who wish to leave a lasting legacy through charitable giving, we offer comprehensive charitable planning services. We help you structure charitable gifts, establish charitable trusts, and create private foundations. Our goal is to assist you in achieving your philanthropic objectives while maximizing the tax benefits of your charitable contributions.

Asset Protection

Protecting your assets from potential creditors and legal claims is an important aspect of estate planning. Our attorneys provide asset protection strategies that safeguard your wealth, including the use of trusts, business entities, and other legal tools. We tailor our asset protection plans to your specific circumstances, ensuring that your assets are secure.

Why Choose LMB Partners?

At LMB Partners, we understand that estate planning and probate matters are deeply personal and often complex. Our experienced attorneys are committed to providing compassionate, personalized service that addresses your unique needs and concerns. We take the time to understand your goals and work diligently to create and implement plans that achieve them.With our extensive knowledge and client-centric approach, LMB Partners is your trusted advisor in estate planning and probate law. Contact us today to learn more about how we can help you protect your assets, provide for your loved ones, and ensure that your wishes are honored.

Contact Us

Ready to plan for the future or need assistance with probate matters? Reach out to LMB Partners for a consultation. Our experienced estate planning and probate attorneys are here to provide the guidance and support you need to navigate these important legal issues with confidence.